智慧卡與安全積體電路技術：市場數據概覽（2026 年第二季）

本報告檢視了全球安全智慧卡和安全IC技術市場，總結了智慧卡IC的市場規模趨勢和預測，按應用和地區進行了詳細分析，並分析了安全IC供應商的市場佔有率。

實際益處：

• 這使您能夠準確了解當前市場動態，尤其是在八個關鍵應用領域向非接觸式技術過渡方面，並精確地確定更高價值的外形規格提案。
• 了解安全積體電路供應商的格局，可以幫助您識別策略夥伴關係和競爭威脅，從而加強您的競爭策略評估。
• 透過識別和瞄準飽和或停滯的智慧卡 IC 市場和新興的嵌入式安全 IC 市場中最大的成長機會，您可以確定策略和市場努力的重點方向。

主要問題解答：

• 庫存過剩將如何影響未來的績效？這種影響會持續多久？
• 晶片短缺將如何影響智慧卡IC市場？將如何影響晶片的平均售價（ASP）？平均售價何時開始下降？
• 哪些嵌入式安全積體電路（例如認證積體電路、嵌入式安全元件 (eSE)、嵌入式 SIM 卡 (eSIM) 等）能帶來最大的商機？
• 智慧卡積體電路的三大主要領域——SIM 卡、支付系統和政府身分證——的總合市場規模是多少？預計未來四年內市場規模將如何變化？
• 在市場快速飽和且日益成熟的過程中，SIM 卡和支付等關鍵應用將如何發展？
• 哪些主要應用領域正在推動高附加價值非接觸式介面的轉變？
• 未來四年，哪個地區在智慧卡和嵌入式積體電路出貨量方面將提供最大的機會？
• 安全積體電路市場的主要供應商有哪些？

研究亮點：

• 區域智慧卡 IC 預測（至 2030 年）：8 個應用領域（門禁管制、政府身分證件、支付、付費電視、零售與貸款、SIM 卡、公用電話、票務）
• 嵌入式安全積體電路的區域預測：認證積體電路、近距離場通訊 (NFC) 控制器、NFC eSE/eSIM
• 總出貨量和非接觸式出貨量細分：按應用領域分類（門禁控制、政府身分證件、支付、付費電視、零售/版稅、SIM 卡、公用電話、票務、NFC 控制器、eSE 和認證 IC）
• 2025 年上半年安全 IC 供應商市場佔有率分析，包括整體智慧卡市場、嵌入式市場以及 SIM 卡和支付市場。

目錄

本產品旨在與《智慧卡技術》（MD-SCMD-122）和《安全智慧卡與嵌入式安全 IC 技術》（MD-SCET-122）搭配使用。

智慧卡市場前三名公司的主要發現

什麼是新的

重要預測

智慧卡出貨

確保積體電路運輸安全

SIM卡出貨量

已出貨的支付卡數量

政府身分證智慧卡出貨數量

市場占有率

調查方法

定義

Actionable Benefits:

• Pinpoint the current market dynamics for contactless migration across eight key applications to better target the higher-value form factor proposition.
• Enhance competitive strategy assessments by understanding the secure Integrated Circuit (IC) vendor landscape to identify strategic partnerships and competitive threats.
• Determine where to place strategic and market emphasis by identifying and targeting the largest growth opportunities within saturated and flattening smart card IC markets and emerging embedded secure IC opportunities.

Critical Questions Answered:

• How is overstocking expected to impact future results and how long will the impact continue?
• How did the chip shortage impact the smart card IC market, how did it affect chip Average Selling Prices (ASPs), and when will ASPs begin to decline?
• Which embedded secure IC variants, e.g., authentication ICs, Embedded Secure Elements (eSEs), and Embedded Subscriber Identity Modules (eSIMs), present the best revenue opportunity?
• What is the total market size for the top three smart card IC verticals: SIM, payment, and government Identity (ID), and how will this progress over the next 4 years?
• How will key market applications, most notably SIM and payments, progress in markets that are rapidly saturating and reaching full maturity?
• What are the key application segments that will drive higher-value migration to the contactless interface?
• What regions present the best smart card and embedded IC volumes opportunity over the next 4 years?
• Who are the leading suppliers within the secure IC market?

Research Highlights:

• Regional smart card IC forecasts, ending 2030, covering eight different applications-access control, government ID, payments, pay TV, retail and loyalty, SIM, payphone, and ticketing.
• Regional embedded secure IC forecasts covering authentication ICs, Near Field Communication (NFC) controllers, and NFC eSEs and eSIMs.
• Total shipments and contactless shipment data splits across all applications-access control, government ID, payments, pay TV, retail and loyalty, SIM, payphone, ticketing, NFC controllers, and eSE and authentication ICs.
• 1H 2025 secure IC vendor market shares covering the complete market, as well as individual market share analysis covering the total smart card market, embedded market, and the SIM and payment markets.

Who Should Read This?

• Strategy planners within smart card and secure IC organizations.
• Sales and marketing leaders looking to understand the market volume opportunity and benchmark organizational performance.
• Other ecosystem players working in strategy, sales, and marketing capacities, including contact plate, sensor, and card module vendors looking to understand the Total Addressable Market (TAM) size.

TABLE OF CONTENTS

This product is meant to be read in conjunction with Smart Card Technologies MD-SCMD-122 and Secure Smart Card and Embedded Security IC Technologies MD-SCET-122

Key Findings for the Top 3 Smart Cards Market

Whats New

Significant Forecasts

Smart Card Shipments

Secure IC Shipments

SIM Shipments

Payment Card Shipments

Government ID Smart Card Shipments

Market Shares

Methodology

Definitions